Sundaram
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Quarterly Bonus
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | +0.04% | -0.04 | 39 / 46 | Q4 |
| 1W | +0.24% | +0.20% | +0.04 | 14 / 46 | Q2 |
| 2W | +0.41% | +0.19% | +0.22 | 8 / 46 | Q1 |
| 1M | +0.83% | +0.10% | +0.74 | 1 / 46 | Q1 |
| 3M | +2.42% | -0.11% | +2.53 | 2 / 45 | Q1 |
| 6M | +5.36% | +0.36% | +4.99 | 1 / 45 | Q1 |
| YTD | +5.63% | +0.24% | +5.39 | 1 / 45 | Q1 |
| 1Y | +8.44% | +1.36% | +7.08 | 4 / 45 | Q1 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +8.23% | +2.36% | +5.88 | 2 / 46 | Q1 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2016 YTD | +5.63% | +2.13% | +3.50 | 6 / 30 |
| 2015 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Peers in Banking & PSU Fund
Recent NAVs
| Date | NAV |
|---|---|
| 16 Aug 2016 | ₹11.1681 |
| 12 Aug 2016 | ₹11.1602 |
| 11 Aug 2016 | ₹11.1613 |
| 10 Aug 2016 | ₹11.1513 |
| 9 Aug 2016 | ₹11.1411 |
| 8 Aug 2016 | ₹11.1313 |
| 5 Aug 2016 | ₹11.1272 |
| 4 Aug 2016 | ₹11.1230 |
| 3 Aug 2016 | ₹11.1196 |
| 2 Aug 2016 | ₹11.1227 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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